MILLENNIUM 3 FINANCIAL SERVICES PTY LTD


Address: Murarrie, QLD 4172, Australia

MILLENNIUM 3 FINANCIAL SERVICES PTY LTD (Licence# 000244252) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is February 1, 2004.

Service Overview

Register Name AFS Licence
Licence Name MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
Licence Number 000244252
Licence ABN 61094529987
Issue Date 2004-02-01
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
InsLif 90405
SecDlr 203592
Locality MURARRIE
State QLD
Postcode 4172
Country Australia

Licence condition

This licence authorises the licensee to carry on a financial services business to:
  • provide financial product advice for the following classes of financial products:
    • deposit and payment products limited to:
      • basic deposit products;
    • deposit products other than basic deposit products;
    • derivatives limited to:
      • old law securities options contracts and warrants;
    • debentures, stocks or bonds issued or proposed to be issued by a government;
    • life products including:
      • investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
      • life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
    • interests in managed investment schemes including:
      • investor directed portfolio services;
      • retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
      • securities;
      • standard margin lending facility; and
      • superannuation; and
  • deal in a financial product by:
    • issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
      • derivatives limited to:
        • old law securities options contracts and warrants; and
    • applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
      • deposit and payment products limited to:
        • basic deposit products;
      • deposit products other than basic deposit products;
      • derivatives limited to:
        • old law securities options contracts and warrants;
      • debentures, stocks or bonds issued or proposed to be issued by a government;
      • life products including:
        • investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
        • life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
      • interests in managed investment schemes including:
        • investor directed portfolio services;
        • retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
        • securities;
        • standard margin lending facility; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
000453080 JUSTIN BARATTA Current 2018-08-31
001267180 TOBY THOMAS LEWIS Current 2018-08-31
000290754 IAN DAVIES Current 2018-08-29
000315357 SIMON BRODY Current 2018-08-29
001267122 HELEN LOUISE BLACKFORD Current 2018-08-29
001266998 BRADLEY SCOTT BROAD Current 2018-08-24
001266976 LEEARNA HOPE MARTIN Current 2018-08-23
001266886 JOANNE BARBARA AYREY Current 2018-08-17
001266816 SHENAE FAITH TAVANYAR Current 2018-08-15
000344433 PATRICK QUAN Current 2018-08-09

Office Location

Locality MURARRIE
State QLD
Postcode 4172
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
EMPLUS SUPERANNUATION ADMINISTRATION PTY LTD 2013-07-05 Murarrie, QLD 4172, Australia
MYONLINEADVISERS PTY LTD 2012-10-12 Murarrie, QLD 4172, Australia

Financial services with the same locality

Service Name Issue Date Locality
EMPLUS SUPERANNUATION ADMINISTRATION PTY LTD 2013-07-05 Murarrie, QLD 4172, Australia
MYONLINEADVISERS PTY LTD 2012-10-12 Murarrie, QLD 4172, Australia

Financial services with the same country

Service Name Issue Date Locality
BURNHAM FUNDS MANAGEMENT PTY LTD 2018-08-01 South Melbourne, VIC 3205, Australia
CEDAR ASSET MANAGEMENT PTY LTD 2018-07-30 Sydney, NSW 2000, Australia
SIA FUNDS MANAGEMENT PTY LTD 2018-07-30 Glenunga, SA 5064, Australia
CAMPASPE FINANCIAL SERVICES PTY LTD 2018-07-30 Echuca, VIC 3564, Australia
PK INSURANCE BROKERS PTY LTD 2018-07-27 Penrith, NSW 2750, Australia
BGH CAPITAL CUSTODY SERVICES PTY LIMITED 2018-07-25 Melbourne, VIC 3000, Australia
MORETON MANAGED INVESTMENTS PTY LTD 2018-07-20 Sydney, NSW 2000, Australia
AUSTRALIS INVESTMENT MANAGEMENT COMPANY PTY LTD 2018-07-19 Melbourne, VIC 3000, Australia
ETHICAL PARTNERS FUNDS MANAGEMENT PTY LTD 2018-07-19 Sydney, NSW 2000, Australia
FORTY SEVEN GROUP PTY LTD 2018-07-19 Innaloo, WA 6018, Australia

Competitor

Search similar business entities

Postal Code 4172

Improve Information

Please comment or provide details below to improve the information on .

Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Services Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.